Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.87K+ 4.76% |
$137K - $150K
|
41.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 15.99% |
$137K - $149K
|
13.5K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.85K+ 3.22% |
$136K - $149K
|
59.4K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.81K+ 2.6% |
$133K - $146K
|
71.6K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.8K+ 2.07% |
$132K - $145K
|
88.6K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.79K+ 7.42% |
$132K - $144K
|
25.9K
$721K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.76K+ 5.4% |
$129K - $141K
|
34.3K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.71K+ 4.29% |
$126K - $138K
|
41.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 24.7% |
$124K - $136K
|
8.54K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.68K+ 320.23% |
$123K - $135K
|
2.2K
$61.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.64K+ 68.16% |
$120K - $132K
|
4.05K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.5K+ 13.82% |
$110K - $121K
|
12.4K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.48K+ 2.73% |
$109K - $119K
|
55.9K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.44K+ 1.15% |
$106K - $116K
|
127K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.43K+ 23.9% |
$105K - $115K
|
7.43K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.43K+ 1.96% |
$105K - $115K
|
74.3K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.42K+ 1.32% |
$104K - $114K
|
109K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$104K - $114K
|
1.42K
$39.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.41K+ 3.94% |
$104K - $113K
|
37.2K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 4.23% |
$101K - $111K
|
34K
$945K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.32KNew |
$96.9K - $106K
|
1.32K
$36.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.33% |
$91.9K - $101K
|
38.9K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.15KNew |
$84.4K - $92.4K
|
1.15K
$32K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 1.68% |
$82.5K - $90.3K
|
68.1K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$79.4K - $86.9K
|
1.08K
$30.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.06K+ 0.6% |
$77.5K - $84.9K
|
177K
$4.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.25% |
$77.4K - $84.7K
|
85.1K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 108.28% |
$75.9K - $83K
|
1.99K
$55.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 39.83% |
$73.5K - $80.5K
|
3.51K
$97.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1KNew |
$73.4K - $80.4K
|
1K
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
996+ 1.43% |
$73.1K - $80K
|
70.5K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
976+ 19.43% |
$71.7K - $78.4K
|
6K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
938+ 1.72% |
$68.9K - $75.4K
|
55.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
914New |
$67.1K - $73.5K
|
914
$25.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
905+ 60.86% |
$66.5K - $72.7K
|
2.39K
$66.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
883+ 9.17% |
$64.8K - $71K
|
10.5K
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 1.63% |
$64.6K - $70.7K
|
54.9K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873New |
$64.1K - $70.2K
|
873
$24.3K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
871+ 2.98% |
$64K - $70K
|
30.1K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
838+ 1.72% |
$61.5K - $67.4K
|
49.5K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
837+ 0.52% |
$61.5K - $67.3K
|
161K
$4.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
834+ 4.19% |
$61.2K - $67K
|
20.8K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
828New |
$60.8K - $66.5K
|
828
$23K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
805+ 1.24% |
$59.1K - $64.7K
|
65.5K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
802+ 23.27% |
$58.9K - $64.5K
|
4.25K
$118K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
801+ 1.91% |
$58.8K - $64.4K
|
42.7K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 28.52% |
$57.5K - $62.9K
|
3.53K
$98.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
751+ 5.78% |
$55.1K - $60.4K
|
13.7K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
716+ 1.81% |
$52.6K - $57.5K
|
40.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
713+ 5.17% |
$52.4K - $57.3K
|
14.5K
$403K
|